DBT
CSWC icon

Dubuque Bank & Trust’s Capital Southwest CSWC Stock Holding History

Dubuque Bank & Trust’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-250
Closed -$5K – 253
2019
Q1 		$5K Buy
+250
New +$5.33K ﹤0.01% 558

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
MCP
Moab Capital Partners Southampton, New York $41M AUM 33.21% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NA
Navellier & Associates Reno, Nevada $960M AUM 79.37% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Dubuque Bank & Trust's CSWC Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of Capital Southwest (CSWC) in Q2 2019, closing a stake of 250 shares — an estimated $5K sold.

Dubuque Bank & Trust first reported a position in CSWC in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 66 funds tracked by Wall St. Rank hold CSWC as of Q2 2019.

  • Dubuque Bank & Trust reported no remaining Capital Southwest position as of Q2 2019 after selling out during the quarter.
  • Dubuque Bank & Trust sold 250 Capital Southwest shares in Q2 2019, an estimated $5K.
  • Dubuque Bank & Trust first reported a position in Capital Southwest in Q1 2019 and held it in 1 quarter.
  • Dubuque Bank & Trust's Capital Southwest position peaked at $5K in Q1 2019.
  • 66 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.